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A clear picture of the impact our services can have on your financial future.

WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.

To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates

  • Income distribution planning
  • Investment management strategies
  • Social Security filing options analysis and education
  • Health care planning
  • Long-term care planning
  • Estate planning and risk management

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

Aaron Rodgers And The Achilles Heel Of Leadership

For the modern NFL player and fan, Aaron Rodgers is one of the greatest warriors, if not the greatest. He seemed invincible, winning at the biggest stage while also putting up extraordinary statistics year after year after year. Until, just like that, his achilles...

Asset Protection for High Net Worth Individuals

The steel magnate Andrew Carnegie, reputedly the world's richest man in the late 19th century, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.”

Does market forecasting have any value?

Expert market calls are effective at getting investors’ attention. In a couple weeks, the pros will be returning from the Hamptons and Muskoka, and getting back to the work of forecasting what the rest of the year might hold for the unwashed masses. But does market...